Prime Investment Advisory Corporation (Bethesda)

Name: Prime Investment Advisory Corporation
Address: 7610 Old Georgetown Road, Bethesda, MD, 20814
Telephone: 301-951-5233

Prime Investment Advisory Corporation is an adviser based in Bethesda. It manages $62.93 million of regulatory assets for 256 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland and Virginia.

Prime Investment Advisory Corporation provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Prime Investment Advisory Corporation: assets under management

The assets under management (AUM) of Prime Investment Advisory Corporation is $62.93 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.09 million in discretionary accounts and $12.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $222.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $414.27 thousand.

Prime Investment Advisory Corporation has custody of $61 million in cash and securities for 64 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Prime Investment Advisory Corporation for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bethesda

The principal office where Prime Investment Advisory Corporation performs its advisory services is located at 7610 Old Georgetown Road, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-951-5233 or by fax 301-951-2646. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.primeinvestor.com.

Prime Investment Advisory Corporation (Bethesda)

Prime Investment Advisory Corporation: assets under management

Fees & Commissions

Based in Bethesda

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